DaySmart Payments for Appointments

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When you have a caller that needs to buy a package and schedule, please schedule their first appointment to save the date/time

Now click the students tab at the top of the page.

Search for the student and click their name to open their profile.

Then on the left click POS.

Then click the Select Package Drop-down menu and select the package.

Then click the ADD button.

Scroll down to payment information and click the Select Payment Method and choose Credit Card.

Now click Process with New Credit Card.

Enter Credit Card info, please make sure you have the CVV code.

Then click Pay Now.

Once payment is confirmed, now on the left click appointment history.

Find the appointment you just made, then click view summary.

Click Edit Appointment.

Click the package drop-down and choose the package this is applicable to. Then click save bottom left corner.

Click 'X' to get out of the Appointment Window, and you're all set!

Login to DaySmart.

Locate the date/time for your caller and click the appointment box

Either search for the student or create the new student by filling in the appropriate boxes.

Click next at the bottom right corner.

Edit the cost from $0.00 to the cost of the lesson and then click next.

Click Finalize appointment

Click pay at the bottom right corner

Select a coupon or discount, then click Add.

Scroll down and click Payment Method drop-down.

Select Credit Card.

Click Process with New Credit Card.

Enter Credit Card info, including CVV.

Click Pay Now Button

Once page refreshes and payment is complete click 'X' to close the dialog box.